Q4 2022 Gender Lens Equity Fund Performance – 3 & 12-month

This table lists the primary publicly traded gender lens equity funds available to individual investors, including mutual fund, ETF, ETN, SICAV, sub-SICAV, trust and unit trust structures. Some provide several share classes and multiple exchange listings. The funds are divided into global and regional equity, then ranked by AUM, which totals $4.8 billion.

31-Dec-2022Performance as of December 31, 2022 (%)
Inception DateTickerAUM (USD M)Funds, Benchmarks, Tracking IndexesType of Fund3 mos1 yrAsset Manager
Global Equity
19-Dec-2017GENDER:SW1605UBS Global Gender Equality UCITS ETFETFUSD13.15-12.18UBS Asset Management
SOLGGENRSolactive Equileap Global Gender Equality 100 Leadership IndexUSD13.11-12.43
01-Oct-1993PXWEX771Impax Ellevate Global Women's Leadership Fund (investor class)*Mutual FundUSD10.61-19.98Impax Asset Management LLC
MSCI World Index (Net)USD9.77-18.14
Impax Global Women's Leadership (Net) IndexUSD8.65-20.57
17-Sep-2021340Anima Investimento Gender Equality 2026FCPEUR1.47-13.98ANIMA Sgr SpA
MSCI World Index (Net)EUR0.76-12.78
21-Feb-2019NISGBCU LX233Nordea Global Gender Diversity Fund (Nordea SICAV 1)sub-SICAVUSD10.69-20.20Nordea Asset Management
MSCI All Country World Index (Net)USD9.76-18.36
01-Apr-2019MWLERAE:LX226Mirova Women Leaders Equity Fundsub-SICAVEUR3.31-15.43Natixis Investment Managers International
MSCI World Index (Net)EUR0.76-12.78
18-Sep-2015RSGGIDE:LX185RobecoSAM Global Gender Equality Impact Equities FundSICAVEUR1.67-18.22Robeco
MSCI World Index (Net)EUR0.76-12.78
09-Mar-2020DEDSDFN:CN169Desjardins SocieTerra Diversity FundMutual FundCAD9.20-13.90Desjardins Global Asset Management
MSCI All Country World Index (Net)CAD8.24-12.43
21-Sep-2020125Belfius Equities Wo=MenSICAVEUR0.41-17.33Belfius Investment Partners S.A.
MSCI World Index (Net)EUR0.76-12.78
13-Dec-202175SEB Global Equal Opportunity FundSICAVEUR2.93-11.95SEB Investment Management AB
MSCI World Index (Net)EUR0.76-12.78
23-Aug-202162BNP Paribas Apollo Gender Equality & Inclusion FundFCPEUR3.26-10.85BNP Asset Management
MSCI World Index (Net)EUR0.76-12.78
24-Dec-202159Diversity and Inclusion FAM FundSICAVEUR4.93-13.15Fineco Asset Management DAC
MSCI All Country World Index (Net)EUR0.75-13.01
10-Dec-2017GEND:LN58Lyxor Global Gender Equality (DR) UCITS ETFSICAVUSD14.22-15.82Amundi Asset Management S.A.S.
EQUALNSolactive Equileap Global Gender Equality NTR IndexUSD9.77-18.14
17-Jan-202251DWS Invest ESG Women for WomenSICAVEUR3.02N/ADWS Management GmbH
MSCI All Country World Index (Net)EUR-0.75-13.01
10-May-202244Nia Impact Solutions FundMutual FundUSD5.64N/ANia Impact Capital
MSCI All Country World Index (Net)USD9.76-18.36
01-Oct-201728Mackenzie Global Women's Leadership FundMutual FundCAD8.20-14.80Mackenzie Investments
04-Dec-2017MWMN CN20Mackenzie Global Women's Leadership ETFETFCAD8.30-14.30Mackenzie Investments
MSCI World Index (Net)CAD8.24-12.19
26-Nov-2019FEMINII:FP14Valeurs Feminines GlobalMutual FundEUR0.93-19.18Flornot Ferri
MSCI World Index (Net)EUR0.76-12.78
18-Nov-2021MGDAIAE:LX12M&G (Lux) Diversity and Inclusion FundSICAVEUR3.53-13.81M& G Investments
MSCI World Index (Net)EUR0.75-13.01
31-May-2022MOMESAD:LX5Calvert Sustainable Emerging Markets Equity Select FundSICAVUSD12.99N/AMorgan Stanley Investment Management
MSCI Emerging Markets Index (Net)USD9.70-20.09
08-Apr-2022MOMESAU:LX5Calvert Sustainable Developed Markets Equity Select FundSICAVUSD9.42N/AMorgan Stanley Investment Management
MSCI World Index (Net)USD9.77-18.14
08-Apr-2022MOEAIAU:LX4Calvert Sustainable Diversity, Equity and Inclusion FundSICAVUSD8.78N/AMorgan Stanley Investment Management
MSCI World Index (Net)USD9.77-18.14
Additional Global Indexes
31-May-2016MSCI World Womens Leadership Index (Net)USD12.56-19.12
Global Equity AUM:4091
Regional Equity
U.S.
07-Mar-2016SHE203SPDR MSCI USA Gender Diversity ETFETFUSD9.02-21.62State Street Global Advisors
SSGAGDITMSCI USA Gender Diversity Select IndexUSD9.10-21.49
01-May-2019FWOMX122Fidelity Women's Leadership FundMutual FundUSD10.59-19.81Fidelity Investments
15-Jun-2021FDWM3Fidelity Women's Leadership ETFETFUSD10.52-18.96Fidelity Investments
06-Jun-201943Fidelity Women’s Leadership Fund (Canada)Mutual FundUSD10.16-21.07Fidelity Investments
MSCI USA Womens Leadership Index (Net)USD8.84-20.44
Russell 3000 Total Return IndexUSD7.18-19.21
24-Aug-2018WOMN32Impact Shares YWCA Women's Empowerment ETFETFUSD9.89-18.01Impact Shares
14-Aug-2018MSEGWEPUMorningstar Women's Empowerment NTR IndexUSD9.96-17.78
22-Dec-2015GWILX21Glenmede Women in Leadership U.S. Equity PortfolioMutual FundUSD11.84-13.66Glenmede Investment Management LP
Russell 1000 Total Return IndexUSD7.84-19.13
21-Oct-2021EQUL5IQ Engender Equality ETFETFUSD11.77-13.20New York Life Investments
SOLEQUSNSolactive Equileap US Select Gender Equality IndexUSD11.94-12.79
Russell 1000 Total Return IndexUSD7.24-19.13
08-Apr-20224Calvert Sustainable US Equity Select FundSICAVUSD9.52N/AMorgan Stanley Investment Management
Russell 1000 Total Return IndexUSD7.24-19.13
20-Dec-2021VNDI1V-Shares US Leadership Diversity ETFETFUSD8.38-18.88V-Square Quantitative Management
ISS ESG US Diversity Index TRUSD8.46-18.75
09-Jan-2023WCEON/AHypatia Women CEO ETFETFUSDN/AN/AHypatia Capital Management
FT Wilshire US Small CapUSDN/AN/A
Additional U.S. Indexes
30-Sep-2011EQUALUNSolactive Equileap US Gender Equality NTR IndexUSD11.23-14.06
01-Feb-2018Russell 1000 Women on Boards Leadership IndexUSD7.00-19.60
29-Dec-2017HWCEOHypatia Women CEO IndexUSD9.11-12.81
03-Mar-1957S&P 500 Net Total Return IndexUSD7.42-18.51
Canada
05-Mar-2018RLDR11RBC Vision Women's Leadership MSCI Canada Index ETFETFCAD5.10-6.90RBC Global Asset Management
MSCI Canada IMI Women's Leadership Select Index (Gross)CAD5.20-6.60
Europe
22-Apr-2015DE000A12BRD6107Ampega Diversity Plus Aktienfonds Mutual FundEUR13.65-11.02Ampega Investment GmbH
EQUALENSolactive Equileap Europe Gender Equality NTR IndexEUR7.81-16.40
08-Apr-2022MOEESAE:LX5Calvert Sustainable Developed Europe Equity Select FundSICAVEUR10.05N/AMorgan Stanley Investment Management
MSCI Europe Index (Net)EUR9.55-9.49
06-Mar-2019N/AAVA Gender Equality TrackerETFSEK10.70-10.39Avanza Fonder AB
EQUALENSolactive Equileap Europe Gender Equality NTR IndexEUR9.75-9.11
Additional Europe Indexes
31-May-2016MSCI Europe Womens Leadership NTR Index USD19.63-20.18
21-Sep-2009FXBYSBWESPB Women Impact Europe NTR IndexEUR5.78-17.93
North America
28-Apr-2016BMOWLFN:CN85BMO Women in Leadership Fund†Mutual FundCAD1.90-17.15BMO Global Asset Management
29-May-2018WOMN:TSX2BMO Women in Leadership Fund ETF†ETFCAD1.90-17.14BMO Global Asset Management
S&P 500 Net Total Return IndexCAD5.92-12.59
Japan
14-May-20182518:JP50NEXT FUNDS MSCI Japan Empowering Women Select Index ETFETFJPY1.80-7.20Nomura Asset Management Co.
MJ719024MSCI Japan Empowering Women (WIN) Select Index (Gross)JPY1.86-7.09
26-Sep-20171652:JP10Daiwa ETF MSCI Japan Empowering Women Index WINETFJPY1.90-7.10Daiwa Asset Management Co. Ltd
MJ719024MSCI Japan Empowering Women IndexJPY1.87-6.97
26-Nov-20202070:JPN/ASmart ESG 30 Empowering Women Net Return ETNETNJPY-0.11-7.75Mitsubishi UFJ Securities Holdings
ISMJEWYN iSTOXX MUTB Japan Empowering Women 30 Net Return JPY IndexJPY0.31-7.80
Additional Japan Indexes
31-May-2018MSCI Japan IMI Top 700 Index (Gross)JPY3.03-3.11
Republic of Korea
14-Nov-20185CD324317Meritz The Woman Securities Investment CompanyUnit TrustKRW7.96-20.96Meritz Asset Management
KOSPIKRW-4.21-24.89
Regional Equity AUM:722
Total AUM:4812
Performance returns are shown in the reporting currency of the fund. If no reporting currency is identified, returns are shown in the currency where the fund is headquartered.
*Since reorganization of 6/4/2014
†BMO Women in Leadership Fund ETF is a series under the BMO Women in Leadership Fund (mutual funds).
Sources: Fund fact sheets, FT.com, TrackInsight.com
The above publicly available data is for informational purposes only and is not to be construed as investment advice.

The above publicly available content is for informational purposes only and does not constitute investment advice.

See Gender Lens Equity Fund Key Stats